Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Agile CRM

DECEMBER 14, 2022

This not only reduces costs, but also allows businesses to access a range of advanced features, such as virtual meetings, call forwarding, and voicemail. With a cloud-hosted option, the software-based PBX solution 3CX provides customers with web conferencing, CRM integration, live chat, instant messaging, and native mobile apps.

CRM 52

CRM Software Software Communication 52

Arpedio

JUNE 2, 2023

It’s like having a superpower that allows you to anticipate your clients’ needs, understand their pain points, and tailor your approach to meet them exactly where they are. Without this strategic framework, it’s tough to develop an effective playbook of tactics and foster long-term business relationships.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52